+193.3%
SU vs FIVN
+285.7%
-92.4%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.4% | -1.5% | -0.2% |
| 7D | +2.2% | -7.8% | +10.1% | +2.7% |
| 30D | +8.4% | -1.7% | +10.2% | +8.5% |
| 3M | +12.1% | +47.2% | -35.1% | +9.1% |
| 6M | +19.7% | +82.7% | -63.0% | +14.5% |
| YTD | +58.4% | +52.9% | +5.5% | +52.8% |
| 1Y | +67.2% | +17.5% | +49.8% | +63.9% |
| 3Y | +125.0% | -55.8% | +180.9% | +130.6% |
| 5Y | +355.1% | -82.3% | +437.4% | +380.9% |
| 10Y | +263.7% | +116.5% | +147.1% | +191.3% |
| All | +193.3% | +285.7% | -92.4% | +118.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded FIVN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling